Neal Barnum

Personal Trust Manager

Neal has focused his 20+ year career on providing quality financial and estate planning solutions to high net worth families, both locally and throughout the country. With his extensive experience in trust, probate and tax issues, he has furnished guidance to individuals and families with diverse backgrounds and circumstances. In particular, Neal has specialized in working with families on generational wealth transfer issues, family business succession and planning, charitable giving opportunities, and wealth protection for future generations. Working cooperatively with other professionals (attorneys, CPAs, etc.) chosen by a given family, he endeavors to formulate and executive a plan or plans commensurate with that family’s needs.

Neal’s education and experience encompass both a Bachelor’s degree in accounting coupled with a Master of Business Administration degree. In addition, he is a 1992 graduate of the Cannon Trust School. His background includes positions at three regional financial institutions over a composite 27 year career. He has been actively involved with many civic and charitable endeavors spanning his professional work life, including such organizations as Habitat for Humanity, Exchange Club of Muncie, Junior Achievement, Minnetrista Cultural Center, Muncie YWCA and Muncie YMCA.